+14.2%
XOM vs SNAP
-8.4%
+22.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.1% | +1.7% |
| 7D | +2.7% | +2.6% | +0.2% | +2.9% |
| 30D | -2.5% | -19.6% | +17.1% | -3.7% |
| 3M | +7.0% | +0.4% | +6.6% | +7.8% |
| 6M | +14.2% | -5.9% | +20.2% | +16.8% |
| All | +14.2% | -8.4% | +22.6% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded SNAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling